1858 Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$430K Buy
2025
Q2
$334K Sell
2025
Q1
$273K Sell
2024
Q4
$374K Sell
2024
Q3
$548K Buy
2024
Q2
$375K Sell
2024
Q1
$365K Hold
2023
Q4
$365K Buy